Last Update: 28 February 2023
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.07% compound annual return, with a 9.44% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 50 Portfolio obtained a 7.45% compound annual return, with a 9.24% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Betterment Robo Advisor 50 Portfolio | ||
|---|---|---|---|
| Risk | High | Medium | |
| Asset Allocation | Stocks | 60% | 49.9% |
| Fixed Income | 40% | 50.1% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +7.45% |
| Std Dev | 9.44% | 9.24% | |
| Max Drawdown | -33.52% | -30.72% | |
Last Update: 28 February 2023
Historical Returns as of Feb 28, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | -2.92 | +1.34 | -8.66 | +4.17 | +5.95 | +7.07 | +8.64 |
| Betterment Robo Advisor 50 Portfolio | -2.95 | +1.64 | -8.31 | +2.85 | +4.72 | +7.45 | +9.12 |
Capital Growth as of Feb 28, 2023
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since March 1993, now would be worth 7752.38$, with a total return of 675.24% (7.07% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since March 1993, now would be worth 8621.90$, with a total return of 762.19% (7.45% annualized).
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since January 1985, now would be worth 23670.28$, with a total return of 2267.03% (8.64% annualized).
Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 28000.95$, with a total return of 2700.09% (9.12% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -30.72% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.25% | Jan 2022 | Sep 2022 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
| -7.31% | Feb 1994 | Jun 1994 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -7.06% | May 2015 | Jan 2016 | |||
| -5.51% | May 2010 | Jun 2010 | |||
| -5.08% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Betterment Robo Advisor 50 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -30.72% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.25% | Jan 2022 | Sep 2022 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -14.26% | Sep 1987 | Nov 1987 | |||
| -13.31% | Jan 2020 | Mar 2020 | |||
| -12.79% | May 1998 | Aug 1998 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.61% | Aug 1990 | Sep 1990 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.86% | May 2002 | Sep 2002 | |||
| -9.49% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.54% | Feb 2001 | Sep 2001 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.55% | Jan 1990 | Apr 1990 | |||
| -7.45% | Feb 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Betterment Robo Advisor 50 Portfolio |
|---|---|---|
| 2023 |
+2.70% | +2.28% |
| 2022 |
-15.97% | -14.79% |
| 2021 |
+10.43% | +7.95% |
| 2020 |
+12.96% | +9.50% |
| 2019 |
+19.70% | +17.41% |
| 2018 |
-4.98% | -5.36% |
| 2017 |
+15.50% | +14.19% |
| 2016 |
+7.06% | +8.00% |
| 2015 |
-0.72% | -1.55% |
| 2014 |
+6.10% | +5.47% |
| 2013 |
+14.76% | +10.19% |
| 2012 |
+12.49% | +13.19% |
| 2011 |
+0.23% | +1.17% |
| 2010 |
+11.87% | +11.61% |
| 2009 |
+22.28% | +23.06% |
| 2008 |
-22.10% | -19.44% |
| 2007 |
+8.20% | +8.19% |
| 2006 |
+13.59% | +13.22% |
| 2005 |
+7.28% | +9.54% |
| 2004 |
+11.52% | +12.75% |
| 2003 |
+22.34% | +24.96% |
| 2002 |
-7.56% | -2.56% |
| 2001 |
-5.13% | +1.49% |
| 2000 |
-3.26% | +1.53% |
| 1999 |
+15.58% | +17.87% |
| 1998 |
+16.58% | +8.83% |
| 1997 |
+13.04% | +10.06% |
| 1996 |
+10.23% | +13.19% |
| 1995 |
+21.48% | +20.93% |
| 1994 |
+0.66% | -3.66% |
| 1993 |
+15.69% | +24.85% |
| 1992 |
+3.16% | +5.53% |
| 1991 |
+20.78% | +30.42% |
| 1990 |
-4.85% | -2.59% |
| 1989 |
+18.36% | +24.37% |
| 1988 |
+15.51% | +16.22% |
| 1987 |
+9.10% | +0.64% |
| 1986 |
+26.65% | +21.70% |
| 1985 |
+32.63% | +30.70% |
